EWA

EP Wealth Advisors Portfolio holdings

AUM $15.2B
1-Year Est. Return 15.53%
This Quarter Est. Return
1 Year Est. Return
+15.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.02B
AUM Growth
+$416M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$82.8M
2
+$53.2M
3
+$26.5M
4
AMZN icon
Amazon
AMZN
+$22.3M
5
ALL icon
Allstate
ALL
+$20.9M

Top Sells

1
+$13.4M
2
+$3.33M
3
+$1.34M
4
META icon
Meta Platforms (Facebook)
META
+$1.33M
5
SSD icon
Simpson Manufacturing
SSD
+$1.11M

Sector Composition

1 Technology 8.08%
2 Financials 7.27%
3 Industrials 5.59%
4 Communication Services 5.47%
5 Healthcare 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$258K 0.01%
+1,060
302
$258K 0.01%
5,064
-208
303
$258K 0.01%
14,096
-650
304
$258K 0.01%
2,392
305
$257K 0.01%
9,117
-461
306
$251K 0.01%
+5,028
307
$251K 0.01%
10,860
-200
308
$249K 0.01%
3,312
-34
309
$248K 0.01%
1,030
+3
310
$246K 0.01%
5,764
311
$244K 0.01%
2,942
312
$244K 0.01%
1,166
-95
313
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+5,791
314
$240K 0.01%
11,385
-4,329
315
$237K 0.01%
10,000
316
$236K 0.01%
1,064
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317
$233K 0.01%
+7,592
318
$232K 0.01%
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319
$231K 0.01%
2,775
-824
320
$230K 0.01%
+19,446
321
$229K 0.01%
642
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322
$228K 0.01%
+8,900
323
$228K 0.01%
3,404
+334
324
$225K 0.01%
4,779
+332
325
$224K 0.01%
+4,244
11 12
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